Alan Stephenson
Owner at Legacy Wealth Concepts, Multiple Myeloma Cancer Survivor & Consultant, Entrepreneur, Co-Owner of 911 Handyman & Remodeling, All Seasons HVAC, Dirty Ducts Duct Cleaning, Dirty Ducts Chimney Services
- Role
- Registered Representative at United Planners Financial Services
- Location
- Calhoun, LA, US
- LinkedIn followers
- 500 followers
Experience
Registered Representative
United Planners Financial Services
Jan 2002 — Present · West Monroe, LA, US
Financial Services Professional / Registered Representative offering securities through United Planners Financial Services. I hold securities licenses 6, 7, 63, 65, 7, and 24 as well as insurance licenses for life, health, and accident. I work with clients of all walks of life to help them achieve their financial goals.
Skills
- Mutual Funds
- Qualified Retirement Plans
- Variable Life
- Simple Ira
- Sep Ira
- Retirement Savings
- Permanent Life Insurance
- Retirement Planning
- Variable Annuities
- Traditional Ira
- Business Continuity Planning
- Investment Advisory
- Term Life Insurance
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